Offer form
Editing Hand Off shapes
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Use the Hand Off shape to launch a secondary process (in the background) from the Offer Flow. You can use this shape as a launching point for external processes from appropriate points in the Offer flow execution. An example use of the Hand Off shape would be to initiate an Offer Fulfillment process when a customer accepts an Offer.
The following configuration options are present in this section:
Field |
Description |
| Work Class Name |
 Enter the name of the class which contains the process to initiate. |
| Work Flow Name |
Enter the name of process (of type Rule-Obj-Flow) to initiate. |
Field Marketing Options
This feature is only available if your application includes Field Marketing.Enable the Display in Campaigns for review by field marketers check box to display this shape to Field Marketers when they are reviewing the list of Engagement Steps on their Field Marketing Campaigns. Use the Description field to specify a description for this shape and the functionality it performs.
Status
The following configuration options are present on this section:
Field |
Description |
| Work Status |
Optional. Specify the status of the Offer after executing this step in the Offer flow. |
Initial processing of the handed-off work object is sequential with the Offer Flow execution until the new work object reaches a stopping point (such as an Assignment). At this point, Offer Flow execution resumes and the handed-off work object lives and executes separately on its own.
As part of the Hand Off shape, the system makes the entire contents of the Offer work object (including Offer details stored under .OfferData) available to the newly created work object. This information is available in the top level OfferWorkPage clipboard page. This information is available whilst the new work object shares the execution with the Offer work object. If you require any of this data to process the new work object, you should copy relevant data from the OfferWorkPage onto appropriate locations on your new work object. You can do so by using the default Data Transform rule (pyDefault) or employing other mechanisms in the work process flow before it enters a waiting point (such as an Assignment).
In a similar vein, the system stores a reference to the newly handed-off work object on the original Offer work object. This is furnished under the pyReferencedInsKeys construct. You can use this information for any cross-referencing purposes, such as providing a reference code to the customer in an email.
In order for the system to successfully create and launch the handed-off work object, you should ensure that all necessary rules (such as Flow, Data Transform, Work Parties, etc.) are properly configured for your work object.